Talent.com
Part Time Floating Client Service Associate

Part Time Floating Client Service Associate

Independent Bank OpportunitiesWilliamston, MI, US
30+ days ago
Job type
  • Part-time
Job description

Part Time Floating Client Service Associate

Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company. We also recognize the importance of career growth, which is why we are proud to offer an exciting and fulfilling Career Path for all of our Retail Branch employees. Whether you're an experienced banking professional, or excited to begin a lucrative career in banking, our Career Path offers self-directed growth opportunities allowing for the freedom and flexibility to advance at your own pace. This Career Path covers everything from conducting financial transactions, to educating clients on products and services, building client rapport, and even originating client loans. Beginning as a Client Service Associate allows you to learn the basics about Independent Bank's culture, policies and procedures. From there, you will be equipped with all of the materials necessary to advance through the Career Path, at the rate that suits you, with the potential to earn more as you learn more!

The following paragraphs explain the different levels of the Career Path, including the duties and responsibilities of each level. Please note, this position is a floating position requiring time spent at multiple branches throughout any given week. The branches required for this position are : Leslie, Pleasant Lake, Mason, Eaton Rapids, Charlotte, Williamston, Bellevue, East Lansing, and Okemos.

Client Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and / or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.

  • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
  • Deliver financial solutions to clients utilizing the Independent Bank products and services.
  • Gain an understanding of the basic framework of Independent Bank accounts.
  • Become skilled with regards to conducting different types of transactions for clients.
  • Utilize all available technology to perform daily tasks.

Client Service Associate 2 As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional "bank teller" role with self-guided growth opportunities.

  • Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
  • Strengthen your understanding of the basic framework of Independent Bank business accounts.
  • Become proficient with regards to conducting different types of transactions for clients.
  • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
  • Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
  • Identify client referral opportunities to appropriate team members.
  • 1+ years of community banking experience.
  • Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
  • Ability to have meaningful financial conversations with clients during all interactions.
  • Maintain ongoing communication with clients following internal processes and procedures.
  • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
  • Client Service Specialist As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional "lead teller" or "personal banker" role with self-guided growth opportunities.

  • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
  • Exemplify professional knowledge on the framework of Independent Bank business accounts.
  • Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
  • Identify client referral opportunities to appropriate team members.
  • Take consumer loan applications in response to client inquiries.
  • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit / credit card disputes, instant issue debit cards and wire transfers.
  • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
  • Advanced proficiency with Independent Bank products and services.
  • Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
  • 2+ years of community banking experience or high level customer service and cash handling experience.
  • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
  • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
  • Maintain ongoing communication with clients following internal processes and procedures.
  • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
  • Client Service Expert As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced "lead teller" or "personal banker" role with self-guided growth opportunities.

  • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
  • Exemplify professional knowledge on the framework of Independent Bank business accounts.
  • Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
  • Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
  • Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit / credit card disputes, instant issue debit cards and wire transfers.
  • Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
  • Advanced proficiency with Independent Bank products and services.
  • Accountable for preparation of, and participation in, IB Edge Sales Management routines.
  • Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
  • Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
  • 3+ years of community banking experience.
  • NMLS registration under the SAFE Act of 2008.
  • Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
  • Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
  • Maintain ongoing communication with clients following internal processes and procedures.
  • Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.
  • Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.
  • Why You Should Apply :

  • Competitive hourly pay and great benefits.
  • Accommodating and flexible paid time off.
  • A knowledgeable, goal-driven, and exciting team of colleagues.
  • Numerous advancement opportunities with structured, personalized career paths and mentoring.
  • Exposure to different areas of banking and the ability to work with leaders within the industry.
  • Extensive training
  • Create a job alert for this search

    Client Service Associate • Williamston, MI, US

    Related jobs
    • Promoted
    Part Time Floating Client Service Associate

    Part Time Floating Client Service Associate

    Independent Bank OpportunitiesOkemos, MI, US
    Part-time
    Part Time Floating Client Service Associate.Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embra...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitBath, MI, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 15 days ago
    • Promoted
    Client Relationship Associate

    Client Relationship Associate

    Raymond James FinancialJackson, MI, US
    Full-time
    At Paramount Wealth Management, we believe life is too short to not live inspired.We are a client-focused team who are dedicated to serving others. We are seeking a Client Relationship Associate who...Show moreLast updated: 26 days ago
    • Promoted
    Revenue Operations Specialist, Fintech : Great Opportunity!

    Revenue Operations Specialist, Fintech : Great Opportunity!

    Goodwin RecruitingDexter, MI, US
    Full-time
    An established and growing accounting technology firm is looking for a .REVENUE OPERATIONS SPECIALIST .Salesforce experience, Excel mastery, and the ability to collaborate with teams and ...Show moreLast updated: 6 days ago
    • Promoted
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance HealthSaint Johns, MI, US
    Full-time
    We are actively looking to hire talented Therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...Show moreLast updated: 13 days ago
    • Promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitBath, MI, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Flexible schedule - Earn at least $1440 by driving 128 trips with Uber

    Flexible schedule - Earn at least $1440 by driving 128 trips with Uber

    UberChelsea, MI, United States
    Full-time +1
    Earn at least $1440 driving with Uber when you complete your first 128 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 5 days ago
    • Promoted
    Client Service Associate •

    Client Service Associate •

    Morgan StanleyEast Lansing, MI, US
    Full-time
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...Show moreLast updated: 27 days ago
    • Promoted
    Drive with DoorDash - Work When you want

    Drive with DoorDash - Work When you want

    DoorDashPinckney, MI, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 30+ days ago
    • Promoted
    Part-Time Client Service Associate - NR

    Part-Time Client Service Associate - NR

    Stifel FinancialOwosso, MI, US
    Part-time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 4 days ago
    • Promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitDurand, MI, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 23 days ago
    • Promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitBath, MI, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 8 days ago
    • Promoted
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDashDexter, MI, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 30+ days ago
    • Promoted
    Part-time gig : Earn at least $1440 in your first 128 trips.

    Part-time gig : Earn at least $1440 in your first 128 trips.

    UberSpring Arbor, MI, United States
    Full-time +1
    Earn at least $1440 driving with Uber when you complete your first 128 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 5 days ago
    • Promoted
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDashPinckney, MI, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 30+ days ago
    • Promoted
    Drive with DoorDash - Start Earning Quickly

    Drive with DoorDash - Start Earning Quickly

    DoorDashDexter, MI, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 30+ days ago
    • Promoted
    Part-time gig : Earn at least $1440 for your first 128 trips, guaranteed.

    Part-time gig : Earn at least $1440 for your first 128 trips, guaranteed.

    UberParma, MI, United States
    Full-time +1
    Earn at least $1440 driving with Uber when you complete your first 128 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 5 days ago
    • Promoted
    Flexible $ : Earn At Least $1440 For Your First 128 Trips, Guaranteed.

    Flexible $ : Earn At Least $1440 For Your First 128 Trips, Guaranteed.

    UberConcord, MI, United States
    Full-time +1
    Earn at least $1440 driving with Uber when you complete your first 128 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 5 days ago
    • Promoted
    Drive with DoorDash - Sign Up in Minutes

    Drive with DoorDash - Sign Up in Minutes

    DoorDashPinckney, MI, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 30+ days ago
    • Promoted
    Banking & Finance Associate Attorney

    Banking & Finance Associate Attorney

    Direct CounselLansing, MI, US
    Full-time
    Banking & Finance Associate Attorney.Ann Arbor, MI; Austin, TX; Chicago, IL; Columbus, OH; Denver, CO; Detroit, MI; El Paso, TX. Fort Lauderdale, FL; Grand Rapids, MI; Lansing, MI; Las Vegas, N...Show moreLast updated: 20 days ago